A number of stocks jumped in the afternoon session after investors appeared to buy the dip amid heightened uncertainty triggered by resurgent inflation fears and escalating geopolitical tensions.

When an entire sector gets beaten down, even modest buying pressure can create outsized moves as short sellers cover and value buyers step in. Following double-digit declines across most names, the rebound suggests investors are shifting from blind fear to a more nuanced view as they monitor the market for "AI Winners.".

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Document Management company Box (NYSE:BOX) jumped 3.2%. Is now the time to buy Box? Access our full analysis report here, it’s free.

Video Conferencing company Five9 (NASDAQ:FIVN) jumped 2.4%. Is now the time to buy Five9? Access our full analysis report here, it’s free.

Vulnerability Management company Qualys (NASDAQ:QLYS) jumped 3.2%. Is now the time to buy Qualys? Access our full analysis report here, it’s free.

Endpoint Security company SentinelOne (NYSE:S) jumped 2.3%. Is now the time to buy SentinelOne? Access our full analysis report here, it’s free.

Project Management Software company monday.com (NASDAQ:MNDY) jumped 3.7%. Is now the time to buy monday.com? Access our full analysis report here, it’s free.

monday.com’s shares are very volatile and have had 27 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 7 days ago when the stock gained 8% on the news that solid economic data, including a beat on consumer confidence boosted sentiment.

The positive reports fueled a "Turnaround Tuesday" relief rally across the market, with the technology sector among the leaders. The Conference Board's Consumer Confidence Index rose to 91.2 in February, indicating a more optimistic outlook from consumers about income and business conditions. Also, a recent announcement from Anthropic regarding new collaborative tools for its Claude AI agent software helped calm investor nerves. The company's move to expand its AI tools into sectors like human resources and investment banking signals a potential for partnership rather than replacement. This shift in sentiment was reflected in the market, with the iShares Expanded Tech-Software Sector ETF surging 2.4% as investors bought back into beaten-down software stocks.

monday.com is down 49% since the beginning of the year, and at $73.17 per share, it is trading 76.7% below its 52-week high of $314.48 from June 2025. Investors who bought $1,000 worth of monday.com’s shares at the IPO in June 2021 would now be looking at an investment worth $409.10.

ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all.

Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.